# Hoyt Wealth Management

> Hoyt Wealth Management is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 310023
- Filed as: HOYT WEALTH MANAGEMENT
- Legal name: Hoyt, Kenneth, Bruce
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310023
- AdvisorCensus page: https://advisorcensus.com/firm/hoyt-wealth-management-310023

## Quick answers

**How is Hoyt Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hoyt Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Hoyt Wealth Management registered with the SEC or a state?**
Hoyt Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310023.

**How much does Hoyt Wealth Management manage?**
Hoyt Wealth Management reports $37,072,636 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Hoyt Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (6).

**Does Hoyt Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310023

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,072,636
- Discretionary: $37,072,636
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,537,371 |
| High net worth individuals | 13 | $34,535,265 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hoytwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoyt Wealth Management (CRD 310023): Form ADV filing data as of October 2026.